Charter Advisory Group is a premier money management, financial advisory and consulting firm. With clients across the United States, and outside the US, Charter Advisory Group is an independent investment management, tax advisory, wealth planning, business consulting and financial oversight firm with global capabilities. Multi-disciplined, but highly specialized, our advisory services are customized to the needs of each and every client. Charter Advisory offers integrated services across multiple disciplines as well as targeted services in any one discipline as needed. Our advice is truly independent and objective, while highly strategic and practical.

Charter provides advice to a wide array of clients, including corporate executives, entrepreneurs, physicians, private equity & hedge fund principals, investment bankers, business owners, media, entertainment & sports industry professionals, alternative & private investment firms, and endowments & foundations. Besides our expertise in investment management, wealth planning and tax advisory we provide counsel on executive compensation and benefits matters, as well as provide strategic advice to private firms. We work with not-for-profits to effectively manage their endowments and socially responsible mandates.

The firm encompasses three main practice areas: Capital Allocation & Investment Services (CAI), Planning & Consulting Services (PCS), and Tax Advisory Services (TAS). Charter Advisory's affiliated units, Charter Capital Advisors LLC, Charter Tax Advisory LLC, Charter Risk Advisors LLC, The Charter Family Office LLC, Charter Funding Solutions LLC and Charter Private Bookkeeping LLC help fulfill our commitment to the ever growing needs of our clients. 


Unparalleled Vision in Providing Financial Guidance to Our Clients™